SEI Investments (SEIC)

SEI Investments Distribution Co. • SEI Investments Management Corporation • SEI Investments Developments, Inc. • SEI Custodial Operations Company, LLC • SEI Trust Company • SEI Funds, Inc. • SEI Investments, Inc. • SEI Global Investments Corporation • SEI Investments Canada Company • SEI Advanced Capital Management, Inc. ...

IRS number

231707341

SEIC stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$88.00

Low target

$80.00

High target

$99.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

27 Feb 25

8-K

Departure of Directors or Certain Officers

20 Feb 25

SEI Reports Fourth-Quarter 2024 Financial Results

29 Jan 25

8-K/A

Regulation FD Disclosure

17 Jan 25

8-K

Regulation FD Disclosure

Regulation FD Disclosure

25 Oct 24

SEI Reports Third-Quarter 2024 Financial Results

23 Oct 24

Transcripts

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SEIC

Earnings call transcript

2024 Q4

29 Jan 25

SEIC

Earnings call transcript

2024 Q3

23 Oct 24

SEIC

Earnings call transcript

2024 Q2

24 Jul 24

SEIC

Earnings call transcript

2024 Q1

24 Apr 24

SEIC

Earnings call transcript

2023 Q4

31 Jan 24

SEIC

Earnings call transcript

2023 Q3

25 Oct 23

SEIC

Earnings call transcript

2023 Q2

26 Jul 23

SEIC

Earnings call transcript

2023 Q2

26 Jul 23

SEIC

Earnings call transcript

2023 Q1

20 Apr 23

SEIC

Earnings call transcript

2022 Q4

25 Jan 23

Latest ownership filings

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SC 13G/A

LOOMIS SAYLES & CO L P

12 Feb 25

13F-HR

Quarterly holdings report by institutional manager

Financial summary

Financial statements Chart SEIC financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	840.19 mm	840.19 mm	840.19 mm	840.19 mm	840.19 mm	840.19 mm
Cash burn (monthly)	20.41 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	42.31 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	797.88 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	39.1	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2024

SEIC institutional ownership history Ownership history

71.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	527	491	+7.3%
Opened positions	95	50	+90.0%
Closed positions	59	44	+34.1%
Increased positions	151	170	-11.2%
Reduced positions	184	181	+1.7%

13F shares	Current	Prev Q	Change
Total value	6.19 tn	5.15 tn	+20.2%
Total shares	90.51 mm	91.28 mm	-0.9%
Total puts	9.50 k	212.00 k	-95.5%
Total calls	67.40 k	117.30 k	-42.5%
Total put/call ratio	0.1	1.8	-92.2%

Largest owners	Shares	Value	Change
Vanguard	11.60 mm	$956.79 bn	+0.1%
BlackRock	11.50 mm	$948.74 bn	+0.8%
Loomis Sayles & Co L P	8.84 mm	$728.90 mm	-3.4%
STT State Street	5.68 mm	$471.45 bn	-0.4%
MS Morgan Stanley	5.63 mm	$464.23 bn	-3.8%
BAC Bank of America	2.85 mm	$234.79 bn	-6.2%
Beutel, Goodman & Co	2.66 mm	$219.72 mm	-33.7%
Geode Capital Management	2.58 mm	$212.59 bn	+2.4%
IVZ Invesco	2.26 mm	$186.00 bn	-11.8%
Dimensional Fund Advisors	1.62 mm	$133.74 bn	-0.9%

Largest transactions	Shares	Bought/sold	Change
Beutel, Goodman & Co	2.66 mm	-1.35 mm	-33.7%
Norges Bank	582.07 k	+582.07 k	NEW
Raymond James & Associates	0.00	-544.48 k	EXIT
RJF Raymond James Financial	515.86 k	+515.86 k	NEW
Citadel Advisors	745.90 k	-470.14 k	-38.7%
First Trust Advisors	482.58 k	-468.60 k	-49.3%
FMR	1.23 mm	+348.11 k	+39.3%
Los Angeles Capital Management & Equity Research	323.74 k	+323.74 k	NEW
Loomis Sayles & Co L P	8.84 mm	-310.62 k	-3.4%
IVZ Invesco	2.26 mm	-302.00 k	-11.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SEIC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
31 Dec 24	Carmen Romeo	COMMON STOCK	Gift	Dispose G	No	No	0	6,300	0.00	1,573,527
31 Dec 24	William Doran	Common Stock	Gift	Dispose G	No	No	0	47,500	0.00	618,536
16 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	86.09	3,738	321.80 k	7,232,922
16 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	85.34	34,672	2.96 mm	7,236,660
16 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	84.72	13,632	1.15 mm	7,271,332
13 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	87.25	500	43.63 k	7,284,964
13 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	86.22	12,703	1.10 mm	7,285,464
13 Dec 24	Alfred P West JR	Common Stock	Sell	Dispose S	No	No	85.64	80,955	6.93 mm	7,298,167
12 Dec 24	Stephanie D. Miller	Common Stock	Grant	Acquire A	No	No	0	2,175	0.00	3,941
12 Dec 24	Kathryn Mccarthy	Common Stock	Grant	Acquire A	No	No	0	2,175	0.00	75,641